Samantha Morton is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Mosley Wealth Management, she worked at Wells Fargo Clearing and Wells Fargo Bank. Previously, she was employed at Churned Creamery and held teaching positions at Woodbridge High School and Lakeside Middle School. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates both internal analysis and third-party tools in portfolio construction and risk profiling.

Ralph Romano is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has previously worked at firms including RJR Financial Services, Inc., The Leaders Group Inc, Sigma Financial Corporation, and SPC. Outside of his advisory role, he is the owner of Executive Planning Group, LLC, which focuses on fixed insurance. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individual clients, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates with dual RIA and broker‑dealer registrations, providing advisory services primarily on a non‑discretionary basis and utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Eric Shute is a financial advisor with Leisure Capital Management, Inc. in Costa Mesa, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Leisure Capital Management in 2023. Leisure Capital Management provides discretionary investment management and consulting to individuals, trusts and estates, retirement plan participants, insurance companies, and charitable organizations. The firm emphasizes diversification and asset allocation using Modern Portfolio Theory and the Fama-French three-factor model, and offers a Sustainable & Responsible Investing overlay with a multi-step screening process.

Jon Theriault is a CFP® professional with 15 years of industry experience, currently serving at RS Crum Inc. since 2008. He holds the Series 63 designation and is based in Newport Beach, CA. RS Crum Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes individualized asset allocation and cost minimization, with formalized practices such as mutual fund share-class selection policies and use of third-party AI tools under supervisory review.

Brian Sigler is a financial advisor at Westshore Wealth with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Morgan Stanley, Barclays Capital Inc., North Capital Private Securities, and Realty Mogul Co. Outside of financial advising, he is the CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm is noted for employing derivatives and active strategies alongside traditional investment vehicles within separately managed accounts.

Arash Kouhi is a financial advisor at Compak Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Bellwether Enterprise Real Estate, Berkadia, and Wells Fargo. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts, using a combination of fundamental and technical analysis alongside model strategies and tactical asset-allocation.

Andrew Laurin is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes a combination of mutual funds, ETFs, individual bonds and equities, supported by third-party analytics and a quantitative risk-profiling tool.

Taryn Lee is a CFP® and Series 66-licensed financial advisor at WealthSpring with 21 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Kms Financial Services, Inc. Lee is also involved in fixed insurance sales conducted at her branch location. WealthSpring Partners serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities, offering investment advisory, financial planning, retirement consulting, and portfolio management. The firm employs a primarily discretionary asset-management approach that incorporates various analytical methods and proprietary model programs, with an emphasis on ongoing financial planning.

Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.

Noriko Ikeda is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, U.S. Bancorp Advisors, and Western International Securities. She is also associated with International Assets Investment Management, LLC. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of advisors employing a long-term investment approach with customized portfolios.

Paul Horn is a Certified Financial Planner® with 19 years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019. His prior experience includes roles at Puplava Securities, LPL Financial, and Financial Sense Wealth Management. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages diverse portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis and is notable for its scale, use of options-based borrowing programs, and affiliations with various financial service providers.

Jean Suits is a financial advisor at Vanguard Capital with Series 63 and Series 65 credentials and 55 years of industry experience. She has worked with Vanguard Capital since 2010 and Vanguard Capital Wealth Advisors, LLC since 2016. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management through rebalancing and stop-loss orders, and advisory services for assets held outside the primary custodian.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Norris Perez is a financial advisor at Guardian Financial Partners, LLC with one year of industry experience. He has worked at Guardian Financial Partners since 2024 and has a long-standing role with the Santa Ana Unified School District since 1996. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using proprietary asset allocation models and a fiduciary, client-focused approach.

Brian Douglass is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving at Financial Advisors Network, Inc. in Tustin, CA. He has been with Financial Advisors Network since 2014 and previously worked at LPL Financial from 2014 to 2018. Outside of his advisory role, he has been involved in tax preparation and accounting services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering a range of services including portfolio management, financial planning, and corporate trustee services. The firm uses an investment process that combines fundamental, technical, and quantitative analysis across multiple strategies and provides discretionary asset management through wrap programs and SEI-sponsored allocations.

Avi Gorasia is a financial advisor at Compak Asset Management with a Series 65 credential. He joined the firm in 2025 and has prior experience in educational and sports organizations, including roles at the University of California, Irvine, and the Sports Authority of Gujarat. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients. The firm employs model-driven asset-allocation strategies supported by an internal investment committee and offers financial planning and retirement-plan advisory services.

Gustave Jursch is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has held roles at Harborstone Group LLC, Finalis Securities LLC, and served as CFO at Now Capital Partners. Outside of advisory work, he is involved in several business ventures including a tequila company where he acts as a controller and consulting roles in business and project management. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management. The firm manages accounts on both discretionary and non-discretionary bases and employs a range of investment strategies, including long- and short-term trading, ETFs, and options.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Larry Gurewitz is a financial advisor at The William Allan Corporation with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The William Allan Corporation since 2014. Outside of his advisory role, he operates a tax preparation and accounting business. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, using a range of investment strategies including fundamental analysis, options, and margin borrowing. The firm tailors portfolios to client objectives, conducts regular reviews, and incorporates AI tools for operational efficiency, managing over $200 million in discretionary assets with a small team.

Nicholas Bzovi is a CFA® charterholder with 23 years of industry experience. He is currently with Ducere Wealth Management, joining in 2025, and previously worked at Morgan Stanley Smith Barney LLC and Great Point Capital, LLC. Ducere Wealth Management provides discretionary investment management along with advanced tax optimization and estate planning services to high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm emphasizes long-term strategic asset allocation with tax-efficient strategies and selectively includes alternative investments for accredited investors.